Tag Archives: BMO

Review the Pricing History for Shares of a Company’s Stock Using BMO InvestorLine

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It’s usually a good idea to do a quick review of how a stock has been trading before entering a purchase order. Some stocks are thinly traded and barely change price but when they do it can be in large jumps. For example, CWL dropped from over $1 to about $0.75 a share in five trading days, but only sold a few thousand shares when it did. Other stocks, like TD can bounce up and down $1.50 on any given trading day and trade hundreds of thousands of shares. Here’s how to check the price history for a specific equity using BMO InvestorLine.

How to Check the Price History for an Equity Using BMO InvestorLine

  1. Go to BMO InvestorLine at: https://www.bmoinvestorline.com/
  2. To sign in to your BMO InvestorLine account/s:
    1. In the User ID or Account # field, type your account number or
      if you have grouped your accounts under one User ID, type your User ID.
    2. In the Password field, type your password.
    3. Click on the Go button.
  3. Under the Quotes & Tools tab, click on Quotes.
  4. In the Symbol field, enter the ticker symbol for the company.
    For example, I typed BNS for the Bank of Nova Scotia.
  5. Click on the Go button.
  6. Review the day’s information about bid, ask, high, low, open and previous close.
    NOTE that all price information on this screen is 15- to 20-minute delayed. You will only see the current or spot price when you are in the Buy Order screen.
  7. Look at the 52-week high and low, the EPS and P/E ratio.
  8. There’s a handy little chart to the right that shows how the stock has been trading today.
    I can see at a glance that BNS took a 25 cent per share dive after the opening of trading but has since rebounded and is now trading within a very narrow range.
  9. Click on the 5 day; 1 month; 6 months; 1 year and 5 years tabs to see the chart for the various time periods.
    For example, a review of the chart for BNS for 1 year shows that last year it climbed significantly through December to March, then peaked and has fallen. In early May it began to climb again. It has not yet fallen to last summer’s prices.
  10. A look at the five year price history also shows a tendency for this stock to bounce around quite a bit. It’s currently trading near its all time highs.
    Do I want to buy or wait and hope for a pull back?
    Do I want to only buy part of a position now, and pay a second commission to buy another part a few months from now?
    I need to decide these things BEFORE I place my purchase order.
  11. When your review is complete, click on the Sign Out link.
  12. For increased security, close your browser session.

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Has reviewing the pricing history for a stock ever saved you from buying high? Please share your experiences with a comment.

How Can I Look Up What I Did, When I Did It and for How Much in a BMO InvestorLine Account?

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There are stocks you buy and hold and never think about. But then there are other stocks that you buy, sell high, buy again low, get paid dividends or distributions from, sell part of your position, enjoy the benefits of a stock split, buy some more and sell for a killer profit. And then you do it all over again. Although I’m sure you keep meticulous records of these varied transactions, you can also use InvestorLine’s history function to take a look at what you’ve done with that one stock over the past 24 months. Here’s how.

How to Check the Transaction History for a Specific Holding in your BMO InvestorLine Account

  1. Sign in to your account/s.
    1. Go to https://www.bmoinvestorline.com/
    2. In the User ID or Account # field, type your account number or if you have grouped your accounts under one User ID, type your User ID.
    3. In the Password field, type your password.
    4. Click on the Go button.
  2. From the drop-down list at the top right of the screen, select which account for which you want to save the history.
  3. From the My Portfolio tab, select Transaction History.
  4. For example, say you wanted to know everything you’ve done with TD.
    1. In the Symbol: field, type TD
    2. In the From: field, select the earliest possible date.
    3. In the To: field, make sure the most recent possible date is selected.
    4. Click on the Refresh Transactions button.
  5. The screen will display all of the available transactions during that time period for that stock. So if you made some purchases and sales and received some dividends, they will all be reported.
  6. You can then Save this information to your own computer using the same procedure described in the article: How to Save your Account Transaction History for a BMO InvestorLine Account.
  7. When you’ve finished your review,
    click on the Sign Out link.
  8. For extra security, close your Browser session.

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Has the Transaction History ever helped you solve a puzzle? Please share your hard-won wisdom with a comment.